CRM Onboarding Specialist

Kaseya® is the leading provider of complete IT infrastructure and security management solutions for Managed Service Providers (MSPs) and internal IT organizations worldwide powered by AI. Kaseya’s best-in-breed technologies allow organizations to efficiently manage and secure IT to drive sustained business success. Kaseya has achieved sustained, strong double-digit growth over the past several years and is backed by Insight Venture Partners www.insightpartners.com), a leading global private equity firm investing in high-growth technology and software companies that drive transformative change in the industries they serve.

Founded in 2000, Kaseya currently serves customers in over 20 countries across a wide variety of industries and manages over 15 million endpoints worldwide. To learn more about our company and our award-winning solutions, go to www.Kaseya.com and for more information on Kaseya’s culture.

Kaseya is not your typical company. We are not afraid to tell you exactly who we are and our expectations. The thousands of people that succeed at Kaseya are prepared to go above and beyond for the betterment of our customers.

Job Title: CRM Onboarding Specialist Location: US Remote

Position Summary

We’re hiring a CRM Onboarding Specialist to onboard MSP clients into MSP Success PRO, a digital offering that includes a website + SEO package (Vendasta) and a CRM package (Keap). You’ll lead clients through configuration, training, and adoption with a high-touch, outcome-driven approach.

This is a performance-driven role for someone who cares about the client journey and balances empathy with clear expectations and strong follow-through.

Key Responsibilities

• Lead live virtual onboarding sessions and guide clients through setup, configuration, and launch steps

• Deliver clear training and resources to drive adoption

• Manage onboarding plans, timelines, and proactive communication

• Respond to client tickets with timely, high-quality support and provide coverage as needed

• Troubleshoot issues, identify blockers early, and coordinate with internal teams

• Focus on long-term outcomes (not checklist onboarding) and contribute to playbook/SOP improvements

Required Qualifications

• 2 to 3 years in onboarding, implementation, customer success, or CRM support

• Strong CRM knowledge (pipelines, automations, segmentation, campaigns, contacts, integrations); KEAP a plus

• Confident leading calls and trainings with business owners and teams

• Organized and comfortable managing multiple onboardings

• Client-first, accountable, and able to balance empathy with execution

• Strong team collaboration: you work well across departments, communicate openly, share knowledge, and support teammates to deliver a seamless client experience

Join the Kaseya growth rocket ship and see how we are #ChangingLives !

Additional information Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.